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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
 
WHAT WOULD A CHRISTIAN FINANCIAL ADVISOR SAY...? If you are a Christian Investor and want to feel a greater purpose in life, feel less stress, feel closer to God, and be faithful to God's word by learning how to be a good and wise steward of the wealth that God has given you. Then come join A.B. Ridgeway, "Mr. Christian Finance", and thousands of Christian listeners as he teaches you the biblical keys to becoming rich and righteous. Don't miss what he is going to say next...
 
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life.In each episode, host Howard Caplan and a member of ...
 
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
 
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show series
 
A conversation with David Canter, President, Bluespring Wealth Partners Overview The president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective and advice on M&A, independence, business ownership, and more. Listen in… > Download a tran…
 
We are back with Jon Randall & Jon Kuttin with our new Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! Join Jon Randall and Jon Kuttin for our introductory episode - Episode 101 - Focused on Advisors Looking to Get to 1M of GDC (production) within their businesses. Jon The post From …
 
For Valentine’s Day, we thought about getting you a big box of chocolates, but we decided to give you something less fattening and more fascinating: five tips to rekindle the flame of financial intimacy in your monetary marriage. We scoured the internet in a search for “how to talk about money with your spouse” but we came up practically empty hand…
 
You are doing financial affirmations WRONG... In this episode, I break down, why you can't seem to get ahead. You are trying to invest but nothing seems to work. You are in business and praying but your prayers don't seem to be answered. You have the business plan, the resources, but something isn't clicking. Today, we explain the principle you are…
 
A conversation with Jason Diamond Overview Jason Diamond joins the show for a quick yet thorough education on the continually evolving independent space answering the questions that many of our advisor-clients ask us during due diligence. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on thi…
 
Advisors, as we kick off 2023 and look forward to a strong year ahead – we wanted to start this year off with a focus on leadership. This week, Jon reviews 5 thoughtful leadership questions that were asked of him on one of his last Mastermind Group Coaching Session with Jon Randall of eXtraordinary Financial The post Jon Answers Leadership Question…
 
A conversation with Andy Sieg, President, Merrill Lynch Wealth Management Overview The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, President of Merrill Lynch Wealth Management, joins the show for a candid one-on-one interview with Mindy Diamond. Listen in… > Download a transcript of this episode… NOTE: The vi…
 
The tax code is so complicated that even doctors–some of the smartest people on the planet–struggle to make sense of it all. And the one person who is supposed to help, your tax preparer, doesn’t seem to care. Join Ben and Nate as they break down the three “tax things” most physicians want and discuss why the average tax preparer won’t give you the…
 
An annual digest of the year’s most ground-breaking commentary: 2022 Edition Overview An annual digest of the 2022 season’s most ground-breaking commentary for financial advisors and business owners on topics including achieving autonomy, considering change, serving clients’ needs, succession, next gens, growth, and much more. Listen in… > Download…
 
As we look forward to 2023, we also look back on 2022. We found many physician families who are so happy they’ve been with us for years, and decades even, while others move on after a brief engagement. This got us thinking about who is a match for us and who might be happier elsewhere. At Physician Family Financial Advisors, we hope our advice will…
 
A.B. Ridgeway starts off the year by explaining the difference between faith and works and the purpose of this podcast. If you want to feel a greater purpose in life, feel less stress, feel closer to God, feel free from selfishness and money, and learn how to be faithful in what God has entrusted you with, you are listening to the right podcast. As…
 
We are back with our last episode of 2022! Listen in for Part 2 of the best moments from the Quantum Growth for Financial Advisors Podcast! We hope you had a great year and we can’t wait to see you in 2023! Featuring Clips From: Jon Randall eXtraordinary Coaching Mitchell York Certified EOS Implementer Lisa The post Greatest Hits Part 2 – The Best …
 
He is the CEO of Finlit Tech which is a combination of Financial Literacy and Financial Technology. He is creating a space where children as young as 5 years old can have access to financial education through fun and interactive platforms that are engaging and encourages growth. Today’s conversation is going to get really deep but it is said that w…
 
A conversation with Louis Diamond Overview In an annual review for financial advisors, Mindy Diamond and Louis Diamond go out on a limb to share predictions for 2023, gleaned from their unique perspective on all the things most important to advisors, including recruiting, deals, M&A, and much more. Listen in… > Download a transcript of this episode…
 
What do you need to focus on throughout your career to enjoy a happy retirement? Today, it’s time to hop in the “Physician Retirement Time Machine” to see how things might look a couple of decades from now. How can you graduate from a successful career with a smile on your face, a song in your heart and an unexplainably healthy glow about yourself?…
 
A conversation with Erin Botsford, Author, Founder & CEO of The Advisor Authority Overview The author, founder, and CEO of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a self-sustaining business, designed for scale, succession, and to be attractive to acquirers. Listen in… > Downlo…
 
As we head into the last few weeks of 2022 and get ready for the holiday season, we wanted to end this busy year on the theme of reflection and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast! Listen in for nuggets of wisdom from our The post Greatest Hits – The Best Quantum Growth Guest Moments f…
 
We will be discussing an article from Fox News that says Victoria Cobb, president of the non-profit Christian lobbying organization Family Foundation of Virginia told Fox News Digitial that several members of her group were scheduled to hold a private event at a side room at Metzger Bar and Butchery in Richmond, when they received a call an hour an…
 
Does this sound familiar? I am looking for an investment that I can put my money in and live off of the dividends. I don’t want to touch my principle but I just want to take out what it makes. If you are like millions of investors, this sounds like the perfect plan. Your money is making money. Your money is working for you. And you are on your way …
 
Nothing in this world is free. The excitement you feel seeing your points accumulate after a long month of spending can give you a false sense of victory. That somehow out of all the spending you did to put yourself deeper in debt…. was all worth it because now you have some cash back, to buy some more stuff. It is a vicious cycle. Today we are goi…
 
Well…well…well…as a believer in the constitution of the United States, I believe in limited government. But I don’t believe in a lawless government either. The things we are seeing in the cryptocurrency space is some of the scariest things I have seen in recent years. We are seeing instant crytpo-milionnairs and billionaires pop up over night (with…
 
The keyword today is CONTROL. We have a lot to cover so I will dive into it. I am going to take you from understanding Control, how our false sense of control is stopping us from making rational financial decisions, and wrapping up with identifying and focusing on what we can control to have better financial outcomes. This episode is for those who …
 
As our financial planning practices grow, we sometimes find ourselves stuck on plateaus, facing problems that can’t be solved by working harder. How do we make progress when the tools we’ve used up til now won’t get us to our next professional goal? The Entrepreneurial Operating System (EOS) could provide the answer. Our guests, Al Davis, CFP®, EA,…
 
What does Man’s Search For Meaning by Victor Frankl, Find your Why by Simon Sinek, and A Purpose Driven life by Rick Warren all have in common? They are all about meaning. One is about concentration camps and one man’s realization that those who survived were the ones who had a reason to live. Find Your Why is about finding out what is meaningful, …
 
A conversation with Larry Boggs, the Founder and President of Boggs & Company Wealth Management Overview After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes 3 of his daughters. Larry discusses the value of family, legacy, business ownership, autonom…
 
We have dedicated 2 episodes to this fiasco already but I truly feel this is going to be the story of this generation. I can see movies, book deals, and Netflix specials about the collapse of FTX, the cryptocurrency giant! We spoke about the initial filing of the Chapter 11 Bankruptcy where they needed a chance to reorganize their debt. We talked a…
 
What is the simple truth about college savings for doctors? When do physicians need to start saving for their children's college education? How much should a doctor save for public or private college and how can you use a 529 plan to save money? Tune in to learn the answer to these questions and become an informed parent surrounding your child’s co…
 
According to a CNBC article working from home wasn’t solely a pandemic-era phenomenon — the share of remote workers had been doubling every 15 years prior to 2020, according to data compiled by Jose Maria Barrero, Nicholas Bloom, Shelby Buckman and Steven Davis, economists who have studied remote work. I think remote work is here to stay and if you…
 
We are still in the holiday season! If you caught our latest episodes we talked about the predatorial marketing these companies have come up with to ensure that you spend, not just your money now, but your future cash flows as well. They don’t just want you to be broke, they want you to be in debt. We give you 3 tips to save yourself and share a pe…
 
Well Thanksgiving is over and now it is time to prepare for Christmas. But are we really ready? Over the past year, we have seen high inflation, a stock market with a lot of volatility, and seeing lay offs at some company’s reaching their historic highs. But…it’s Christmas right. You have to have a good Christmas. But what does that really mean? A …
 
Which talked about the opportunities and the limitations of church giving today. We were shocked to learn of statistics that 98% of churches are funded by tithing and that was the primary way to give back over alternatives such as: missions, serving in ministry, service projects, community events, etc. Now in a recent article in Philanthropy Daily …
 
Giving is not loud. You don’t have to broadcast your giving. God promises that he will reward you openly for the things you do privately. So there is no need to do God’s work out loud. Even this podcast. You found the podcast out of the thousands that you could have chosen. God sent you hear for a reason. Even if it is to just get one word of encou…
 
We are back with another episode of Quantum Growth for Financial Advisors! Tune in today for Part 3 of our in-depth discussion with Jon Randall to continue down the path on our current theme of “Creating Advisor Capacity” within your business. In Part 2 of the series, we reviewed these concepts: When to Bring on The post Creating Advisor Capacity P…
 
A conversation with Jerry Davidse CEO, Presilium Private Wealth Overview Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart. He shares how they gained the freedom to communicate and create an exceptional experience for their clients, their outstanding portability ratio, uptick o…
 
Many of these “investment thought leaders” were screaming hold, hold hold, and don’t invest money that you can’t lose and that is exactly what happened. They lost it. So instead of allocating 2-5% into this highly speculative financial asset, and potentially losing 1-4% of your assets, many people invested 100% and are down 95-99%. On this episode …
 
Are you making memories that are priceless, or priceless? Your memories can either be free, without price, or not up for sale. In this episode, we teach you some ways to make memories you wouldn't sell for any price, without breaking the bank trying to make them. We talk about how to travel with family and friends. Understanding the wealth language…
 
The point of this episode is not to make you a tax guru. It is to get you familiar with the terminology you are going to come across as a high-net-worth Christian Investor. And if you are not at that level, being aware of some of these options will help you get there. It says in Titus 1:7 For an overseer, as God's steward, must be above reproach. H…
 
There are only two things that are certain in life…death and taxes. But for some reason, these are the same two things that people avoid learning about because it is hard, it feels overwhelming, and unfortunately, it is how you handle these two subjects that will determine financial success. We will be talking about graduated tax brackets, marginal…
 
And as a financial advisor, it is my job to work with families to maintain this harmony when it comes to their finances. Asking questions such as how do you define success now that your children are older? What concerns do you have for your children, now that they are adults? Now that your youngest child is giving birth, will you be making any chan…
 
Traditionally, creating a financial plan is not a one-man sport. Even those who have no children or spouse, still outline what they want to happen with their wealth after they pass. This could include philanthropic intentions, an inheritance to a niece or nephew, or a close friend that they grew up with. Regardless of your current situation, whethe…
 
Part 2 of Cognitive biases. We talk about how the devil uses these cognitive biases against you. Especially as believers. The devil wants you to discount the fact that all money isn’t good money. The devil wants you to believe that just because you invest as a true Christian according to your beliefs, and tell you that you can’t be rich. The devil …
 
Your mind can be your own worst enemy when it comes to making rational investment choices. It is sad to say but as much as we like to think that we are rational investors, in most cases, we are not. But one thing is for certain, we are rationalizing most of the time. In this episode, we explore mental barriers such as cognitive dissonance that are …
 
If your dreams of buying a home has been put on the back burner for right now, you are not alone. It seems as if consumer confidence in the housing markets are hitting an all-time low. The Federal National Mortgage Association better known as Fannie Mae is reporting Home Purchase Sentiment Index® (HPSI) decreased 4.1 points in October to 56.7, its …
 
Someone call the fire department because there seems to be a roaring blaze covering the financial planning industry. There is a new philosophy in town and if you haven’t heard of it, it is called the F.I.R.E. movement. That’s right, F-I-R-E….which stands for Financial Independence and Retiring Early. According to Wikipedia, the FIRE (Financial Inde…
 
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